PF
WCC

Phoenix Financial’s WESCO International WCC Stock Holding History

Phoenix Financial’s Portfolio WCC Stock Details WCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-646,775
Closed -$69.3M – 375
2022
Q2 		$69.3M Buy
646,775
+102,803
+19% +$12.7M 1.42% 19
2022
Q1 		$70.8M Buy
543,972
+443,472
+441% +$55.6M 1.19% 25
2021
Q4 		$13.2M Buy
+100,500
New +$12.9M 0.22% 89

Other funds holding WCC

LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Phoenix Financial's WCC Position: Q3 2022 in Review

Phoenix Financial sold out of WESCO International (WCC) in Q3 2022, closing a stake of 646,775 shares — an estimated $69.3M sold.

Phoenix Financial first reported a position in WCC in Q4 2021 and held it in 3 quarters. The position peaked at $70.8M in Q1 2022. 370 funds tracked by Wall St. Rank hold WCC as of Q3 2022.

  • Phoenix Financial reported no remaining WESCO International position as of Q3 2022 after selling out during the quarter.
  • Phoenix Financial sold 646,775 WESCO International shares in Q3 2022, an estimated $69.3M.
  • Phoenix Financial first reported a position in WESCO International in Q4 2021 and held it in 3 quarters.
  • Phoenix Financial's WESCO International position peaked at $70.8M in Q1 2022.
  • 370 funds tracked by Wall St. Rank held WESCO International as of Q3 2022.

Based on Phoenix Financial's 13F filing for Q3 2022, filed 10 Nov 2022.